Financial Consultant Partner

3 weeks ago


MOORESTOWNLENOLA, United States Charles Schwab Full time
Job Summary

At Charles Schwab, we're seeking a highly skilled Financial Consultant Partner to join our team. As a trusted partner to our Sr. Financial Consultants, you will play a vital role in deepening new and existing client relationships, uncovering business development opportunities, and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.

Key Responsibilities
  • Develop and maintain strong relationships with Sr. Financial Consultants and their practice clients.
  • Identify and pursue business development opportunities to drive growth and revenue.
  • Support the management of an affluent wealth management practice, providing exceptional service and advice.
  • Collaborate with Sr. Financial Consultants to develop and implement financial plans for practice clients.
  • Provide ongoing support and guidance to clients, ensuring their financial needs are met and exceeded.

Requirements
  • A valid and active Series 7 license is required.
  • A valid and active Series 66 (63/65) license is required.
  • 3+ years of Financial Services Industry Experience.
  • Strong written and verbal communication skills.
  • Ability to identify new relationship development opportunities.
  • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s).
  • Ability to uncover and meet client needs and effectively manage client expectations.
  • Ability to build and maintain good cross-enterprise working relationships.
  • Capability to become a Notary.
  • Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
  • Openness to manage local events, as needed.

What's in it for you

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance


  • Moorestown-Lenola, New Jersey, United States Charles Schwab Full time

    Empower Your Career at Charles SchwabAs a Financial Consultant Partner at Charles Schwab, you will be at the heart of our wealth management practice, acting as a trusted partner to our Sr. Financial Consultants and their clients. Your expertise will help deepen new and existing client relationships, uncovering business development opportunities and learning...


  • MOORESTOWN-LENOLA, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to...


  • MOORESTOWN-LENOLA, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...

  • Tax Manager

    4 weeks ago


    Moorestown-Lenola, New Jersey, United States Jobot Full time

    Lead Tax Manager - High Net Worth ClientsAs a Lead Tax Manager, you will be responsible for providing top-tier tax planning and advisory services to high-net-worth clients. You will work closely with clients to understand their financial goals and develop tailored tax strategies to achieve them.Key Responsibilities:Prepare and review individual, fiduciary,...


  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    As a Tax Manager – Lead, you will provide top-tier tax planning for high-net-worth clients. Our firm values flexibility and relationship-building, with a strong emphasis on our people driving everything we do.Key Responsibilities:Prepare or review individual, fiduciary, corporate, and partnership/LLC tax returns.Determine tax projections, update financial...


  • Moorestown-Lenola, New Jersey, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to lead our dynamic team and provide top-tier tax planning for high-net-worth clients. As a Tax Manager, you will be responsible for preparing or reviewing individual, fiduciary, corporate, and partnership/LLC tax returns, determining tax projections, and updating financial planning software.Key...


  • Moorestown-Lenola, New Jersey, United States TD Bank Full time

    Job Summary:The Teller I works in a TD Store location and plays a key role in delivering legendary customer experiences while processing everyday banking transactions with accuracy and efficiency. The ideal candidate will be able to educate customers on TD's products and services or refer them to a partner for specialized solutions.Key...


  • Moorestown-Lenola, New Jersey, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a Senior Branch Network Management Trainee to lead and manage a diverse team of direct and indirect reports. This role is responsible for creating a culture that fosters engagement and generates commitment and accountability to business outcomes. The successful candidate will be able to lead a highly defined customer...


  • Moorestown, United States MetroSys Inc Full time

    Job Summary:We are seeking an experienced Azure Network Consultant to assist with a time-sensitive project involving the setup of site-to-site VPNs and routing traffic through Azure firewalls. The goal is to ensure that external partners can connect using non-private IP addresses while maintaining robust security and optimal network performance.Key...


  • Moorestown, NJ , USA, United States The Charles Schwab Corporation Full time

    Empower Your Career at The Charles Schwab CorporationAs a Financial Consultant Partner, you will be at the forefront of innovation, driving creative problem-solving and challenging the status quo in the finance industry. With a focus on client relationships and banking expertise, you will play a key role in transforming the way we deliver financial...


  • Moorestown, United States T-Solutions Full time

    Financial Systems Analyst Job Locations US-NJ-Moorestown ID 2024-3015 # of Openings 1 Overview T-Solutions is the company people want to work for and work with when seeking global services and innovative solutions. We employ highly qualified and uniquely skilled professionals who are committed to providing services with integrity. We are the preferred...


  • Moorestown, United States MetroSys Inc Full time

    Job Summary:We are seeking a highly skilled Azure Network Consultant to assist with a time-sensitive project involving the setup of site-to-site VPNs and routing traffic through Azure firewalls. The goal is to ensure that external partners can connect using non-private IP addresses while maintaining robust security and optimal network performance.Key...

  • Sales Representative

    3 months ago


    Moorestown, United States McLean Packaging Corporation Full time

    Summary:For over 60 years, McLean Packaging has been the proven, single source for innovative, high-impact packaging solutions. Our financial stability, deep industry expertise and robust manufacturing capacity have enabled us to partner with global brands that rely on our team of industry experts to design, develop and manufacture: corrugated packaging &...


  • Moorestown, United States TD Bank Group Full time

    Work Location: Moorestown, New Jersey, United States of America Hours: 20 Line of Business: Personal & Commercial Banking Pay Detail: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

  • Tax Manager

    2 months ago


    Moorestown, United States Jobot Full time

    Job DescriptionJob DescriptionJoin our dynamic team as a Tax Manager – Lead, mentor, and provide top-tier tax planning for high-net-worth clients!This Jobot Job is hosted by: Eric KeeAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $125,000 - $160,000 per yearA bit about us:We are a forward-thinking,...


  • Moorestown, United States MetroSys Full time

    Job OverviewAt MetroSys, we're seeking a seasoned Azure Network Engineer to spearhead the setup of site-to-site VPNs and routing traffic through Azure firewalls. This critical project requires a deep understanding of cloud networking and security protocols to ensure seamless connectivity with external partners while maintaining robust security and optimal...

  • Regional Director

    4 days ago


    Moorestown, United States Spring Education Group Full time

    About the RoleSpring Education Group is a leading provider of private education, offering a forward-thinking approach to academic excellence through innovative programs and personalized learning. We seek a dedicated Regional Director to oversee the daily operations of up to 10 early childhood education schools within a defined...


  • Moorestown, United States ECS Mid-Atlantic, LLC Full time

    Key ResponsibilitiesThe selected candidate will have the flexibility to work from any of ECS Mid-Atlantic, LLC's established offices.Expertise in the design and execution of water treatment solutions.Hands-on experience in troubleshooting water treatment systems on-site.Capability to evaluate and enhance treatment systems.Main duties involve providing...


  • Moorestown, United States The Moriuchi Group @ Compass Full time

    h3Job Description/h3pWe are a professional, diverse group of Realtors changing the lives we touch through the power of real estate./ppOur team is dedicated to delivering an empowering, positive environment that compensates fairly and delivers the best support services and coaching to live a great life filled with purpose./ppWe are looking for a motivated...

  • Area Representative

    3 weeks ago


    Moorestown, United States Fellowship of Christian Athletes Full time

    Job DescriptionThe Area Representative is a key role in the Fellowship of Christian Athletes (FCA) organization, responsible for implementing the ministry plan for the assigned area. This position requires a strong spiritual leader who can work with the Director and Advisory Team to fulfill the FCA Vision, pursue the FCA Mission, and live the FCA Values.Key...